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Solar-grade polysilicon
Markets & Policy
China adopts tougher mandatory energy limits for polysilicon plants China has published a stricter mandatory energy consumption standard for polysilicon production, lowering the maximum allowable energy use for existing rod-silicon plants and tightening accounting rules. The revised standard, effective Jan. 1, 2027, could significantly reduce China’s compliant polysilicon capacity, although the near-term supply impact may be limited because much of the affected capacity is already idle.
Vincent Shaw
Jul 24, 2026
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Markets & Policy
Chinese PV Industry Brief: H1 solar additions total just 72 GW In other news, Shenzhen Energy’s subsidiary Sunon Asogli Power (Ghana) Ltd. plans to invest $34 million in a 50 MW solar project in Ghana’s Savannah Region, marking the company’s first overseas solar investment. Meanwhile, Dinto Solar secured a 1 GW HJT module supply lot in China Datang Group’s 11 GW PV module framework tender. In China’s upstream market, polysilicon and wafer prices continued to decline amid weak demand, rising inventories, and cautious downstream purchasing, with manufacturers maintaining relatively stable but subdued operating rates.
Vincent Shaw
Jul 24, 2026
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Markets & Policy
China imposes new consumption tax on PV cells, batteries amid industry consolidation push Combined with stricter energy efficiency standards, the new measure signal Beijing’s push to reduce overcapacity, promote advanced technologies, and favor more competitive, higher-efficiency producers across the solar value chain.
Emiliano Bellini
Jul 17, 2026
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Markets & Policy
Chinese PV Industry Brief: module manufacturers forecast heavy losses as oversupply persists Chinese PV manufacturers Tongwei, JA, Longi and Trina Solar have all forecast losses for the first half of 2026, citing ongoing oversupply, weak demand and sustained pressure across the solar supply chain.
Vincent Shaw
Jul 17, 2026
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Markets & Policy
China’s battery boom pivoting from scale to utilization, says Ember China’s battery storage sector is shifting from mandate-driven expansion toward a more market-driven phase as the country targets 300 GW of new energy storage by 2030, according to a new report from energy think tank Ember.
Brian Publicover
Jul 17, 2026
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Markets & Policy
China’s new PV industry standards unlikely to resolve overcapacity pv magazine spoke with two OPIS analysts about China’s new mandatory energy consumption and efficiency standards for the solar sector, which aim to address overcapacity but are unlikely to resolve supply-demand imbalances alone. They said the measures could accelerate the phaseout of outdated capacity and support higher-quality manufacturing, but their impact on operating capacity, module prices and industry consolidation is expected to remain limited in the near term.
Emiliano Bellini
Jul 15, 2026
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Technology & Products
HIZEnergy presents PCS for C&I applications The Chinese company stated that the PCS-460K features a DC-side voltage range of 1,120–1,500 V and uses a liquid-cooling system.
Lior Kahana
Jul 11, 2026
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Markets & Policy
TCL Zhonghuan converts 20 GW of TOPCon cell capacity to back-contact TCL Zhonghuan approved a CNY 2.6 billion ($382 million) upgrade project to convert 20 GW of TOPCon cell and 25 GW of TOPCon module capacity into BC production lines, with ramp-up expected from Q3 2026 and full production by Q1 2027.
Vincent Shaw
Jul 10, 2026
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Technology & Products
Lingtech announces 3 MW / 6MWh grid-forming BESS The Chinese storage manufacturer Lingtech has launched a grid-forming BESS with synthetic inertia, voltage and frequency regulation, black-start capability, and PV–microgrid integration for utility and large C&I applications.
Lior Kahana
Jul 10, 2026